We have a few HNW clients who have issues with their email addresses (i.e. lots of soft bounces) and complain that they aren't receiving our emails. Every time, it's been a soft bounce issue, but that doesn't seem to satisfy the sales team nor the clients in question. To get ahead of this, I was thinking of setting up an alert for myself, which would be triggered when leads hit 4 or 5 soft bounces.

I believe I can do this by setting up a smart campaign, but what I don't understand about the Send Alert flow step is why I have to choose an existing email campaign for it? Can't I just have an actual alert sent to me that's telling me the name and email address of the person who hit their soft-bounce threshold? If I do have to create a new email just for this purpose, is it even possible to put in token information to pull in the lead's name and email?

I have to admit this is from so long ago that I ended up not creating this particular campaign! I do think I got this to work; I've set up several alert campaigns since (for hard bounces, soft bounces, unsubscribes, and form fills), and ended up creating notification emails that brought in various lead tokens. Once I created my first email template, I copied and re-used for the different alert notifications.

You should have flexibility for the Send Alert; if you select the Lead Owner in the "Send To:" field and simply leave "To Other Emails:" blank, it should work.

In the end, I think this solution was a lot easier for me than I realized. It's hard to find documentation/case uses like this in the training sometimes, but it ended up being relatively straightforward. If I can add anything else, let me know. Hope this wasn't too confusing.